Aditya Birla Sun Life India Gennext Fund vs Mahindra Manulife Consumption Fund compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
Aditya Birla Sun Life India Gennext Fund-Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Fund | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹435 Cr | ₹5626 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 13 Nov 2018 | 05 Aug 2005 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 123% | 10% |
Expense Ratio | 2.37 | 1.85 |
Manager | Abhinav Khandelwal | Dhaval Joshi |
ISIN Code | INF174V01630 | INF209K01447 |
Exits Load | Mahindra Manulife Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life India GenNext Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
1 Month | 3.3% | 3.8% |
6 Month | 0.36% | 3.68% |
1 Year | 5.67% | 11.17% |
3 Year | 19.67% | 20.03% |
5 Year | 22.89% | 24.92% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
6 Month | 4.65% | 6.39% |
1 Year | -0.75% | 5.13% |
3 Year | 16.17% | 16.95% |
5 Year | 17.05% | 17.53% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
1 Year | 14.24% | 16.47% |
3 Year | 18.43% | 15.8% |
5 Year | 16.21% | 16.81% |
Risk Management
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Standard Deviation | 14.789% | 11.81% |
Sharp | 0.524% | 0.68% |
Beta | 0.933% | 0.9% |
Alpha | 1.52% | -0.9% |
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Fund Managers
Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Name | Abhinav Khandelwal | Dhaval Joshi |
Total AUM | ₹5522 Cr | ₹361932 Cr |
Funds Managed | 5 | 55 |
Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Others | 6 | 0.64 |
Large Cap | 58.5 | 68.55 |
Mid Cap | 13 | 16.96 |
Small Cap | 22.5 | 13.53 |
Sector Allocation
Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Others | 4.26 | 0.64 |
Consumer Cyclical | 40.78 | - |
Consumer Defensive | 30.14 | - |
Basic Materials | 3.48 | - |
Healthcare | 1.95 | - |
Communication Services | 9.87 | - |
Industrials | 7.34 | - |
Utilities | 2.18 | - |
Real Estate | 0 | - |
Industrial Products | - | 0.45 |
Food Products | - | 3.59 |
Retailing | - | 14.74 |
Personal Products | - | 4.7 |
Consumer Durables | - | 10.24 |
Diversified FMCG | - | 7.06 |
Banks | - | 12.8 |
Pharmaceuticals & Biotechnology | - | 4.38 |
Healthcare Services | - | 1.65 |
Automobiles | - | 11.73 |
Insurance | - | 3.46 |
Finance | - | 3.3 |
Agricultural Food & other Products | - | 1.8 |
Beverages | - | 6.99 |
Realty | - | 0.6 |
Entertainment | - | 0.3 |
Leisure Services | - | 2.48 |
Telecom - Services | - | 5.38 |
Cement & Cement Products | - | 1.16 |
Transport Services | - | 1.02 |
Textiles & Apparels | - | 0.53 |
Auto Components | - | 0.68 |
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